FREE 20+ Monthly Checklist Samples & Templates in Excel | MS Word | PDF | Google Docs | Pages

As we age, the things we need to do and the things we need to get done add up and they keep on increasing no matter how much we try to catch up with them. Sometimes the things that we need to attend to even pile up if they don’t get the attention that we need to give them. If we keep on leaving them to pile up, in the long run, they’ll become big trouble and extra baggage. You can’t move on no matter how much you want to and no matter how much you try. The only solution is to get all of those piled up things done. And that definitely sucks!

Well, you can actually avoid this kind of scenario and avoid having your tasks pile up just to be forgotten. How can you do that if you have problems remembering the things you need to do? The answer to your very problem is a monthly checklist. This article contains different varieties of monthly checklist sample templates that you can view and download. They are available in PDF and Word so that it will be easy for you to edit and download them. The best part of it all is that you can download all of them for free. What are you waiting for? Get them now!

Monthly Checklist Template

Monthly Closing Checklist

Blank Monthly Checklist Template

Monthly Inspection Checklist Template

Monthly Financial Checklist for 2017

Monthly Accounting Checklist Template

Monthly Non-Academic Financial Review Checklist

Monthly Cleaning Checklist Template

Monthly Checklist for Reports

What Is a Monthly Checklist?

A monthly checklist is the type of checklist that is used to list long-term tasks or tasks that needs to be fulfilled on a monthly basis. They can be anything from house cleaning chores, monthly business and financial tasks, monthly audits, monthly reports, and many more. A checklist is a very flexible tool. It can be used for just about anything that needs to be listed and there are no specific rules on how they should be used. That is why a monthly checklist is a very versatile and useful tool to keep track of tasks and activities whether it be for business or for personal use, just like in a business checklist or a daily checklist.

Why Are Monthly Checklists Important?

A lot of things, tasks, and activities can be listed with a monthly checklist or just about any other types of checklists. There is no wonder why they are widely used and has proven to be effective tools for organization. Below are some of the reasons why a monthly checklist is important.

Organization

Utilizing a monthly checklist allows one to be able to get things straight and organized. This is so that they can be done on time without the risks of forgetting to have them done. This is usually the case with monthly tasks. Because they only need to be done a few times a month, it is likely that they get forgotten in the long run, most especially when specific tasks are not written down. Being able to get things done when they need to be done helps in organizing things and keeps things organized the way we want them to be.

Overview

Having all of your tasks for a month written down or listed, you are able to get an overview of the things that should be performed for the said month. This will make it easy for one to decide if they can add more tasks or if doing other things are still possible for that specific month. This allows one to save time and avoid adding more tasks that could not be handled as was planned.

Commitment

Since you already know what tasks need to be done on a specific date of that month, you are sure to be able to commit to those tasks without the risks of committing to other tasks on the same schedule within the said month. Being committed to someone or something is very important, especially if one is doing business with another. It is how a business’s reliability is measured, and it is also how other businesses and consumers come to trust a certain business.

Priorities

One can easily set their priorities by listing month-long tasks. They just need to determine which tasks need to be done first and which ones can be attended to last. It is easy to prioritize tasks and other things if we already know how many there are and when they need to be done. Working on tasks or things based on priority is another way that can help one in keeping things organized.

Planning

A monthly checklist will allow one to be able to plan things ahead of time. Being able to plan out tasks is essential as this determines how things will go or how a business will be run. Doing things without a plan is just like walking without a direction. You’ll end up getting lost. The worst part is you may not be able to get back. It is best that you should plan ahead so that you can make sure that things will work out the way you want them to be.

Flexible

A month is probably a long period of time. If you know the things that you need to do for that month and you have them prioritized, it will be easier for you to swap one task with the other or add another task, or move one task for the next month or for the next couple of days. A monthly checklist allows you to manage your tasks however you want it. You can make your task and schedules flexible.

Saves Time

Perhaps the most important reason why monthly checklists are important is because it allows one to save time. Time is more precious than gold and being able to save as much time as we can for all the things that we do is quite an achievement to boast. Being able to save time also has a lot of benefits. Being able to save time means being more productive, being able to save energy and resources, and being able to relax.

Using blank checklist templates will help you create a monthly checklist of your choice. You can also make other checklists for different purposes with it, just like a weekly checklist or even a wedding checklist.

Monthly Audit Checklist Template

Monthly Financial Report Checklist

Monthly Safety Checklist Template

Monthly Reporting Checklist

Monthly Payroll Checklist Template

Internal Funds Monthly Report Checklist

Monthly Health and Safety Inspection Checklist

Kitchen Managers Monthly Report Checklist

Monthly Report Checklist for Children’s Foundation

Monthly Grant Checklist

Monthly Health Checklist

General Monthly Checklist

What Is in a Monthly Checklist?

A monthly checklist is nothing extraordinary, except that it is being used for a lot of extraordinary and sometimes complex stuff. To show you how simple a monthly checklist really is, we have here a list of the things or items that you can commonly see in a monthly checklist.

• The list of activities, tasks, and schedules that need to be done for a certain month
• The date and time in which the said tasks needs to be completed
• The amount of time that needs to be allotted to the said tasks or activities
• The priority level of each task
• Special or specific instructions on how a certain task needs to be performed

The Different Uses of a Monthly Checklist

Here we will be providing you with some useful information on the uses of a checklist. They are provided below.

Monthly Inspection Checklist

Monthly inspection is done routinely by a lot of companies whether it be an equipment inspection, a product inspection, or a skill inspection. A monthly inspection checklist is used for this purpose, which makes it easier and convenient to carry out the inspection. It also ensures that all the things that need to be covered in an inspection is done.

Monthly Financial Checklist

A monthly financial checklist helps in making sure that a business or an individual’s finances are well taken cared of and organized. This checklist is useful as it makes the sometime complicated and tedious task become easier and lighter.

Monthly Cleaning Checklist

There are places and things in one’s home or room that needs to be cleaned at least once a month. Using a monthly cleaning checklist helps one remember this specific cleaning task and allows them to do the cleaning as needed for that month.

Monthly Checklist for Reports

Reporting is sometimes a hassle, not to mention the entire process of creating a monthly report. With the use of a monthly report checklist, a lot of important tasks can be covered. This includes gathering of data and samples of the report, doing relevant research, and creating the material for reporting.